Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSWC (Capital Southwest Corporation) | 9.58% | 27.69% | 20.53% | 8.38% | 17.36% | 16.65% | 12.19% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSWC (Capital Southwest Corporation) | 03/17/1980 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 27.69 | 20.53 | 8.38 | 17.36 | 16.65 | 12.19 | … | … | 9.58 | 14.28 | 2.14 | 56.10 | -24.42 | 57.40 | -1.56 | 22.80 | 29.52 | 11.60 | 19.35 | -0.06 | 9.33 | 44.15 | 48.21 | -20.73 | 32.80 | -26.42 | -5.79 | -5.77 | 40.24 | 16.07 | 27.62 | 24.68 | -23.06 | 26.64 | -11.16 | -30.78 | -5.98 | 27.78 | 41.87 | 36.24 | -3.87 | 12.73 | 37.50 | 29.03 | -23.27 | 42.25 | 18.33 | 4.35 | 53.33 | 17.19 | 14.29 | 27.27 | -15.38 | 6.12 | 48.48 |
| Sharpe Ratio | NA | 1.34 | 0.87 | 0.28 | 0.56 | NA | NA | … | … | 1.09 | 0.48 | -0.08 | 2.60 | -1.06 | 2.25 | -0.03 | 1.40 | 1.32 | 0.67 | 1.09 | 0.00 | 0.41 | 1.58 | 1.63 | -0.55 | 1.03 | -0.46 | -0.09 | -0.22 | 1.24 | 0.54 | 0.83 | 0.89 | -0.89 | 1.11 | -0.52 | -1.14 | -0.26 | 1.15 | 1.63 | 1.42 | -0.40 | 0.75 | 1.66 | 1.01 | -0.95 | 1.20 | 0.32 | 0.00 | 1.47 | 0.48 | 0.62 | 0.78 | -1.26 | -0.23 | 2.37 |
| Standard Deviation(%) | NA | 18.82 | 20.94 | 22.69 | 27.68 | NA | NA | … | … | 20.86 | 23.82 | 19.73 | 20.34 | 24.56 | 25.46 | 61.24 | 15.26 | 21.36 | 16.51 | 17.57 | 23.91 | 22.95 | 27.90 | 29.81 | 37.86 | 31.79 | 57.23 | 70.87 | 40.23 | 29.88 | 25.45 | 32.01 | 27.04 | 27.22 | 22.18 | 29.54 | 29.91 | 36.76 | 20.79 | 23.21 | 22.66 | 17.51 | 14.05 | 20.84 | 24.73 | 30.17 | 30.25 | 42.46 | 67.59 | 33.07 | 24.26 | 11.70 | 26.68 | 18.34 | 18.77 | 23.78 |
| Draw Down(%) | NA | 15.75 | 27.74 | 33.66 | 61.15 | NA | NA | … | … | 8.03 | 22.16 | 18.72 | 14.08 | 31.25 | 15.02 | 61.15 | 7.74 | 15.30 | 8.63 | 8.15 | 26.65 | 15.01 | 16.17 | 15.46 | 31.01 | 12.78 | 48.28 | 53.05 | 40.27 | 18.18 | 12.34 | 14.20 | 15.67 | 41.61 | 12.87 | 26.67 | 32.44 | 37.74 | 9.03 | 12.07 | 7.78 | 14.72 | 4.05 | 7.00 | 9.78 | 32.67 | 10.11 | 18.42 | 47.37 | 14.63 | 5.26 | 5.00 | 18.84 | 26.42 | 27.27 | 13.76 |
| Yield(%) | 0.00 | 14.19 | 14.08 | 9.26 | 15.80 | 7.87 | 5.82 | … | … | 4.61 | 11.56 | 10.67 | 13.96 | 8.56 | 14.36 | 9.78 | 13.78 | 12.25 | 8.57 | 2.64 | 0.26 | 0.58 | 3.38 | 22.32 | 0.76 | 1.00 | 0.74 | 2.81 | 0.48 | 0.66 | 0.76 | 0.96 | 1.19 | 0.92 | 1.14 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSWC (Capital Southwest Corporation) |
-18.24%
Sep 2008 – Sep 2011 |
-12.47%
Apr 1998 – Apr 2003 |
-1.31%
Feb 1999 – Feb 2009 |
1.39%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSWC (Capital Southwest Corporation) |
44.48%
Aug 1984 – Aug 1987 |
36.56%
Aug 1982 – Aug 1987 |
23.33%
Sep 2011 – Sep 2021 |
20.66%
Dec 1982 – Dec 1997 |
Annualized Rolling Returns Comparison Chart